Enverus Intelligence

Enverus Intelligence

By EnverusBusiness
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Enverus Intelligence episodes

  • Energy Market Dynamics | Re-Capping Investor Roadshows in TX and NYC

    Head of Oil & Gas Research Dane Gregoris interviews Enverus' leading E&P analysts Michael Berger and Shawn Stuart to recap key insights from their recent roadshows meeting with institutional investors on the East Coast and in Texas. In this episode, the team explores investor sentiment around oil and gas equities, discusses U.S. resource constraints, and shares perspectives on the current M&A landscape. Recorded on October 22, 2025.

    27 min
  • Innovation Underground | Geothermal Prospecting | Mapping the Heat Beneath Our Feet

    In this episode, we welcome Dr. Philip Ball, Chief Technology Officer and Co-Founder of Geothermal Radar and Director of Geothermal Energy Advisors, for a deep dive into the rapidly evolving world of geothermal energy. Together, we’ll explore how advanced subsurface data is changing the way we discover, evaluate and scale geothermal projects—and what this means for the future of clean, baseload power.  This episode was recorded on May 23rd, 2025.

    52 min
  • Global Upstream Scouting | Asia-Pacific | Emergent acreage opportunities in Indonesia and the Philippines

    Senior Regional Manager Shankar Krishnan focuses this week's discussion with host Bruce Walker on South East Asia. Indonesia's multifaceted tender approach continues to attract attention, with high expectations from the Joint Study Area system that encourages IOC participation to high grade acreage. The Philippines is also enjoying renewed interest, spurred by domestic demand and more receptive government policies.

    14 min
  • Innovation Underground | Powering AI | How the Subsurface Can Fuel the Data Center Boom

    AI-driven computing, cryptocurrency mining and EV charging are driving an unprecedented surge in energy demand. How can the industry keep up? In this episode of Innovation Underground, Enverus Intelligence® Research’s Ian Nieboer, head of Energy Transition Research, explores how the subsurface could play a pivotal role in supporting grid reliability, optimizing energy storage and unlocking new solutions for powering data centers and energy-intensive industries. This episode was recorded on February 26th, 2025.

    49 min
  • Supply, Demand & Pricing | Reigniting Demand - The Catalyst for Price Recovery

    Host Gibson Scott, Head of Intelligence at Enverus, is once again joined by Director of Macro Research Al Salazar and Sr. Analyst Josie Mills to dive deep into the team's latest Fundamental Edge report, exploring the evolving dynamics reshaping global oil and gas markets.

    What You'll Learn:

    • Oil Market Outlook: Discover why EIR maintains a bearish near-term stance on Brent crude, forecasting below current forward curves. We'll examine the current oversupply conditions and projected inventory builds that are driving these price expectations.
    • Demand Green Shoots: Explore surprising trends in global oil consumption, including how slower-than-expected EV adoption is providing unexpected support to gasoline demand. Learn why EU gasoline demand has increased above pre-COVID levels and what this means for long-term energy transition models.
    • Natural Gas Winter Outlook: Understand why EIR forecasts NYMEX Henry Hub for winter 2025-26 below current forward strips. We'll discuss elevated storage levels and NOAA's warmer-than-normal winter forecast.
    • Regional Basis Dynamics: Learn about expected volatility in Waha basis pricing due to pipeline maintenance and how upcoming expansions could provide relief by mid-2026. Plus, discover why AECO prices may see near-term upside as LNG Canada creates displacement effects.
    • This episode provides essential insights for energy traders, analysts, and industry professionals navigating today's complex commodity markets. Tune in to understand the key catalysts that could drive price recovery in the coming years.

      19 min

    About Enverus Intelligence

    From the publisher's feed

    The Enverus Intelligence podcast delivers key themes on emerging and important topics in energy through honest conversations with the passionate personalities behind the mountains of research,…

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